James Burron, CAIA, President, The Canadian Association of Alternative Strategies & Assets will interview Rob Goobie, Assistant Vice-president of Collateral Management, Derivatives and Fixed Income, Healthcare of Ontario Pension Plan.
No one in the United States’ financial or business history is as misunderstood and under-appreciated as Jay Gould. This presentation will assess Gould’s skills as a corporate executive following his distressed investment in, and subsequent control of, the Union Pacific Railroad (UP). The UP was in distress due to volatility emanating from the infamous financial panic of 1873. Gould executed his turnaround in an economy devoid of monetary stimulus, without a government bailout, and under pressure from the government to pay back the firm’s public loans. Gould employed many modern techniques in his turnaround that are relevant to 21st-century executives. His example also serves as an important historical reminder that successful executives do not require government bailouts.
Join us for a rundown of the latest news, updates and trends in accounting. The event will begin with FASB Board Member Gary R. Buesser, CFA, who will offer an overview of FASB pronouncements and their respective impacts, as well as explore the future plan and initiatives of FASB. Next, a discussion among accounting professionals will further examine the adoption of the pronouncements and recent trends.
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
Overview Join the Collaborative Women in Investment Management (WIM) Initiative and Michelle Galloway of Cooley LLP for a special interactive program to further the CFA Institute's WIM objectives, to support the advancement of women of all backgrounds, and to demonstrate the commitment of the finance community to true diversity and inclusion. Together, alongside this incredible […]
Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!
The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.
Sometimes referred to as “secured income” or “alternative credit”, Trade Finance, is a generic term that covers the financing of international trade and commerce. This includes loans that finance the cross-border export of goods and services. Trade Finance differs from other types of lending, as transactions must have an identifiable source of repayment - cash payments when goods have been delivered or title to the underlying goods when they have not yet been delivered. During this event, we will hear from a panel of industry experts on how Trade Finance has evolved as an investment class and where such strategies may fit into an investors’ portfolio.
Designed for new traders and those looking to break into trading, this trading "power session" teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit?
What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?
DCF valuation is a core investment banking skill every Wall Street analyst is expected to know. This virtual "Power Session" shows trainees how to build a DCF model for a real public company and compare the output to its stock price.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Master financial and valuation modeling in this 3-day intensive virtual boot camp. Wall Street Prep's Financial and Valuation Modeling Boot Camp will teach you how to build models the way it's done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions.
Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!
China is one of the world's largest and most important stock markets, and its share of index exposure is growing significantly. Join us as we learn from experts how they seek Alpha in China, and what it takes to invest successfully in China's equity markets.
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.
The CFA Society New York presents an in-depth conversation that will familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of recent PCAOB and SEC actions. Audits are a critical part of ensuring the veracity of reported financial information, which investors depend on to develop and maintain a sound investment strategy.
Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company
Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.
Investment bankers and consultants use PowerPoint differently than most. A single IB or consulting slide may contain more analysis and strategy than an entire sales presentation, and the fast pace under deadline means slides must be setup with an easy-to-work-with flexibility. Our PowerPoint Speed Training Boot Camp teaches finance professionals, consultants and ANYONE who uses PowerPoint the strategies and techniques they need to build better decks with lightning-fast efficiency.
Evan Jones, CFA, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, McCarvill Capital Partners.
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Join us for a discussion with Kevin R. Mirabile, author of Exotic Alternative Investments: Standalone Characteristics, Unique Risks and Portfolio Effects (Anthem Press, 2021). In the book, Mirabile evaluates exotic alternative investment opportunities, such as life settlements, litigation funding, farmlands, royalties, weather derivatives, collectibles, and other unique asset classes, providing an in-depth analysis of the returns, risks, opportunities, and portfolio effects for anyone who wants to expand their investment horizons.
The alternative assets industry has continued to grow and is now a mainstay of the modern investment landscape. Example strategies include private equity, hedge funds, real estate, infrastructure, private debt, venture capital and more esoteric aspects such as cryptocurrency. Market volatility, record low rates and a search for potentially attractive risk adjusted return profiles continues to drive the alternatives landscape.
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
Discussion on how “gaming” investment performance results has been used in the past to have performance appear better than it is, how it can be detected and how the Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.”
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
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